Morgan Stanley
· Reduced
Change
−696K
Date
Q1 2026
AD
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Morgan Stanley
· Reduced
Change
−696K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −696K | – | Q1 2026 | |||||
|
Penserra Capital Management LLC
· Exited
Change
−325K
Δ Own
−100.0%
Date
Q1 2026
|
Penserra Capital Management LLC | Exited· Q1 2026 | – | −325K | −100.0% | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Added
Change
+202K
Date
Q1 2026
|
Ameriprise Financial Inc | Added· Q1 2026 | – | +202K | – | Q1 2026 | |||||
|
1607 Capital Partners, LLC
· Reduced
Change
−193K
Date
Q1 2026
|
1607 Capital Partners, LLC | Reduced· Q1 2026 | – | −193K | – | Q1 2026 | |||||
|
Shaker Financial Services, LLC
· Exited
Change
−164K
Δ Own
−100.0%
Date
Q1 2026
|
Shaker Financial Services, LLC | Exited· Q1 2026 | – | −164K | −100.0% | Q1 2026 | |||||
|
Wealth Enhancement Advisory Services, LLC
· Reduced
Change
−159K
Date
Q1 2026
|
Wealth Enhancement Advisory Services, LLC | Reduced· Q1 2026 | – | −159K | – | Q1 2026 | |||||
|
Walsh & Associates, LLC
· Added
Change
+76K
Date
Q1 2026
|
Walsh & Associates, LLC | Added· Q1 2026 | – | +76K | – | Q1 2026 | |||||
|
Wells Fargo & Company
· Added
Change
+71K
Date
Q1 2026
|
Wells Fargo & Company | Added· Q1 2026 | – | +71K | – | Q1 2026 | |||||
|
Bensler, LLC
· Added
Change
+67K
Date
Q1 2026
|
Bensler, LLC | Added· Q1 2026 | – | +67K | – | Q1 2026 | |||||
|
Raymond James Financial Inc
· Reduced
Change
−53K
Date
Q1 2026
|
Raymond James Financial Inc | Reduced· Q1 2026 | – | −53K | – | Q1 2026 | |||||
|
Wealthspire Advisors, LLC
· New
Change
+51K
Date
Q1 2026
|
Wealthspire Advisors, LLC | New· Q1 2026 | – | +51K | – | Q1 2026 | |||||
|
Lpl Financial LLC
· Reduced
Change
−45K
Date
Q1 2026
|
Lpl Financial LLC | Reduced· Q1 2026 | – | −45K | – | Q1 2026 | |||||
|
Steward Partners Investment Advisory, LLC
· Added
Change
+45K
Date
Q1 2026
|
Steward Partners Investment Advisory, LLC | Added· Q1 2026 | – | +45K | – | Q1 2026 | |||||
|
Royal Bank of Canada
· Added
Change
+44K
Date
Q1 2026
|
Royal Bank of Canada | Added· Q1 2026 | – | +44K | – | Q1 2026 | |||||
|
Oppenheimer & Co Inc
· New
Change
+42K
Date
Q1 2026
|
Oppenheimer & Co Inc | New· Q1 2026 | – | +42K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Kerns Janis F.
· Officer
Buy
+$163
|
Kerns Janis F. | Officer | Buy | $23.30 | +7 | +$163 | 52K | – | Feb 2, 2026 | Feb 2, 2026 | |||||||||
|
Kerns Janis F.
· Officer
3 operations
+$7K
|
Kerns Janis F. | Officer | 3 operations | $23.23–$23.24 | +314 | +$7K | 52K | – | Jan 30, 2026 | Feb 2, 2026 | |||||||||
|
Dale Kenneth James
· Director
Other Form 4 events
929
|
Dale Kenneth James | Director | Other Form 4 events | – | 929 | – | 28K | – | Dec 31, 2025 | Feb 11, 2026 | |||||||||
|
Dale Kenneth James
· Director
Grant (A)
1K
|
Dale Kenneth James | Director | Grant (A) | – | 1K | – | 27K | – | Dec 31, 2025 | Feb 11, 2026 | |||||||||
|
Stoeckle Mark E.
· Director
Other Form 4 events
|
Stoeckle Mark E. | Director | Other Form 4 events | – | – | – | 80K | – | Dec 31, 2025 | Feb 11, 2026 | |||||||||
|
Nelson Jane Musser
· Director
Other Form 4 events
487
|
Nelson Jane Musser | Director | Other Form 4 events | – | 487 | – | 6K | – | Dec 31, 2025 | Feb 6, 2026 | |||||||||
|
Escherich Frederic A.
· Director
Other Form 4 events
0
|
Escherich Frederic A. | Director | Other Form 4 events | – | 0 | – | 53K | – | Dec 31, 2025 | Feb 6, 2026 | |||||||||
|
Kloppenburg Lauriann C.
· Director
Other Form 4 events
1K
|
Kloppenburg Lauriann C. | Director | Other Form 4 events | – | 1K | – | 16K | – | Dec 31, 2025 | Feb 6, 2026 | |||||||||
|
Jammet Mary Chris
· Director
Other Form 4 events
841
|
Jammet Mary Chris | Director | Other Form 4 events | – | 841 | – | 10K | – | Dec 31, 2025 | Feb 6, 2026 | |||||||||
|
Hook Brian Stephen
· Officer
2 operations
2K
|
Hook Brian Stephen | Officer | 2 operations | – | 2K | – | 46K | – | Dec 31, 2025 | Feb 5, 2026 | |||||||||
|
Haynie James P.
· CEO
Other Form 4 events
22K
|
Haynie James P. | CEO | Other Form 4 events | – | 22K | – | 223K | – | Dec 31, 2025 | Feb 5, 2026 | |||||||||
|
Swindell Douglas Cotton
· Officer
Other Form 4 events
8K
|
Swindell Douglas Cotton | Officer | Other Form 4 events | – | 8K | – | 81K | – | Dec 31, 2025 | Feb 5, 2026 | |||||||||
|
Kerns Janis F.
· Officer
Other Form 4 events
7K
|
Kerns Janis F. | Officer | Other Form 4 events | – | 7K | – | 52K | – | Dec 31, 2025 | Feb 2, 2026 | |||||||||
177 reporting institutions disclosed ADX position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.
